Support Portal & Knowledge Base

Users, Groups, & Partner Onboarding 24

• Admin User Welcome Kit
• Partner Approval and Onboarding Guide
• What is the difference between "Become a Partner" and "Request Access" forms?
• How do I add the "Partner Type" field to the Become a Partner Form?
• What is the Difference Between a Primary Contact and a Key Contact?

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Partner Agreements 5

• What is the Partner Agreements Functionality and How Do I Use It?
• How Do I Manually Upload a Signed Agreement to a Partner’s Profile?
• How Do I Assign/Unassign Partner Agreements?
• How Do I Track Signed Agreements?
• How Do I Void and Correct a Signed Agreement?

Home Page and Widgets 12

• How do I control who appears in the Partner Managers Widget?
• How do I use the Articles Widget?
• How do I use the Hero Banner Widget?
• How do I use the Icons Widget?
• How do I use the HTML Code Widget?

View all 12

Library and Content 11

• How do Library Group permissions work?
• I Just Created a New Group. How Do I Give The Group Permissions to All Library Docs?
• How do I control the order of documents in the Library?
• How Do I Make a Library Document Appear in More Than One Folder?
• Can I move Folders in the Library?

View all 11

Deal Registration 10

• What is the Deal Registration Module and how does it work?
• How to configure the Deal Registration workflow
• How to Configure Deal Expiration
• What Deals can a User see?
• How to set up Deal Registration Region Permissions

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Email Notifications 10

• What Email Notifications Are Available?
• What is the Email Log and how do I use it?
• What is the Email Digest feature and how does it work?
• How do I send out automatic email reminders?
• How does Channeltivity send emails?

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Reports 3

• How do I use Dynamic Reporting to create custom reports and Views?
• How do I use Analysis View to Create Custom Chart and Pivot Table Reports?
• How Do I Share a Custom Report/View?

Training and Certification Module 7

• What is the Training and Certification Module and how does it work?
• How do I create Training Courses, Lessons and Quizzes?
• How do I create User and Organization Certifications?
• How do I track completed Courses and Certifications in the Training and Certification Module?
• What is a Publish Status and how is it used in the Training and Certification Module?

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Lead Distribution 7

• What is the Lead Distribution Module and how does it work?
• What happens when I assign a Lead?
• Why are the Lead details hidden from the Partner until they open the Lead?
• What Leads can a User see?
• How does the automatic Lead assignment field work?

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MDF 9

• What is the MDF Module and how does it work?
• What Is the MDF ROI Feature and How Does It Work With Deal Registration?
• What's the difference between the MDF Account Balance and Available Balance?
• What are the different types of MDF Transactions?
• How Do I Import MDF Funds?

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Business Planning 4

• What is the Business Planning Module and how does it work?
• How do I print a Business Plan?
• How do I unlock a Business Plan?
• How do I delete a Business Plan?

Co-Branded Collateral 2

• What is the Co-Branded Collateral Module and how does it work?
• How do I create and manage Co-Branded Collateral Assets?

Distributor 2

• What Is the Distributor Module and How Does It Work with Deal Registrations?
• How Does the Distributor Assignment Feature Work?

Referral 2

• What Is the Referral Module and How Does It Work?
• I'm trying to create a Referral for a Partner, but they're not showing up in the owner dropdown. What's going on?

News & Email Marketing 5

• What are the News & Email Marketing Modules and how do they work?
• How Do I Create News Items in the News Module?
• How Do I Create and Send Mailings?
• How Do I Track Email Marketing Metrics?
• How Do Users Update Their News Topic Selections?

Security, Privacy & Compliance 8

• How can Channeltivity help me comply with GDPR?
• System User Privacy Consent
• How do I track User Opt-Ins/Consent for GDPR compliance?
• How Do I Edit My Portal’s Privacy & Copyright Notice?
• What Is the Legal Terms Administration Functionality and How Does It Work?

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Introduction & Table of Contents 3

• Channeltivity Welcome Kit
• Introduction & Table of Contents
• Implementation Guide Checklist

Before you get started 4

• Preparing for your Channeltivity Implementation
• Navigation and Controls
• Channeltivity Support and Contact Methods
• General Portal Settings

Step 1: Portal Customizations 3

• Portal Skin Manager - Logo and Color Scheme
• Menu & Page Manager
• Custom Page Configuration

Step 2: Groups, Organizations & Users 4

• Group Creation
• Group Permissions Defined
• Organizations
• Users and Contacts

Step 3: Library Module 3

• Library Settings
• Adding Folders and Uploading Content
• Setting Group Permissions for Library Content

Step 4: Notifications and Email Settings 5

• Email Settings
• Email Templates Report
• User Account Email Templates
• User Account Admin Email Notifications
• Automatic Email Reminders

Step 5: Home Page Configuration and Widgets 1

• Managing Custom Page Content

Step 6: Partner and Organization Field Settings 4

• Partner User Field Customization and Visibility
• Partner Record Field Customization
• Organization Field Requirement and Visibility
• State/Province Requirement Settings by Country

Step 7: Partner Module 6

• Partner Module Settings
• Partner Types
• Prospective Partner Stages
• Partner Module Email Notifications
• Region Settings

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Step 8: Deal Registration 7

• Deal Module Settings
• Deal Email Notifications
• Deal Sales Stages and Guided Selling
• Lost Reasons
• Registration Status Workflow

View all 7

Step 9: Lead Distribution Module 7

• Lead Distribution Settings
• Lead Email Notifications
• Web-to-Lead Form
• Lead Campaigns and Sources
• Lost Reasons

View all 7

Step 10: MDF Module 5

• MDF Settings
• MDF Approval Workflow
• MDF Activities
• MDF Email Notifications
• MDF Custom Fields

Step 11: Business Planning Module 1

• Business Planning Configuration

Step 12: Forum 2

• Forum Configuration
• Forum Module Settings

Step 13: Training & Certification Module 2

• Training and Certification Settings
• Training & Certification Email Settings

Step 14: Co-Branded Collateral 1

• Co-Branded Collateral Settings

Step 15: Distributor Module 1

• Distributor Module Settings

Step 16: Referral Module 3

• Referral Module Settings
• Referral Status Workflow
• Referral Email Notifications

Step 17: News & Email Marketing 4

• News Module Settings
• Topics
• News Item Headings
• Email Marketing Module Settings

FAQs 11

• Where is Channeltivity hosted?
• Where Can I Find Channeltivity Release Notes?
• Is it possible to use my custom domain to access Channeltivity?
• How do I add the Channeltivity login form to my corporate website?
• Can I customize the URL of my portal?

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Best Practices 17

• Launching your Partner Portal
• Using Your Partner Portal to Onboard New Partners
• Utilizing Your PRM to Make Partner Recruitment Easy
• Creating A Kick Butt Partner Recruitment Process
• What to Include on Your Corporate Website’s Partners Page

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Salesforce Integration 24

• Channeltivity: PRM Integration with Salesforce CRM
• Salesforce Integration Setup Guide
• Salesforce Integration Credentials Setup
• Salesforce Integration: Deal Registration - Overview
• Salesforce Integration: Lead Distribution - Overview

View all 24

HubSpot Integration 17

• Channeltivity: PRM Integration with HubSpot CRM
• HubSpot Integration Setup Guide
• HubSpot Integration Authorization/Credentials Setup
• HubSpot Integration: Deal Registration - Overview
• HubSpot Integration: Lead Distribution - Overview

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Third Party Integrations 6

• What integrations are available in Channeltivity?
• How do I use the Integration Log?
• What is the Zapier Integration and how does it work?
• SnapEngage - Live Chat Integration
• How can I use Zapier to automatically create a quote for Deal Registrations?

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Single Sign-On (SSO) 10

• Does Channeltivity support Single Sign-On (SSO)?
• SSO: How to configure Channeltivity as a SAML 2.0 Service Provider
• SSO: How to configure Channeltivity as a SAML 2.0 Identity Provider
• How to Securely Embed an External Application within Channeltivity
• How Do I Configure Single Sign-On from Salesforce?

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API 3

• Does Channeltivity have an API?
• What is the Best Way to Create Prospective Partners With the Data API?
• In the Custom Field Editor, what is the "API Field Name" used for?